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!868 feat: 待回款提醒,即将到期的合同,待审核回款

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Merge pull request !868 from dhb52/develop
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芋道源码 2024-02-17 08:44:33 +00:00 committed by Gitee
commit a03e661a56
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6 changed files with 70 additions and 4 deletions
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9
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractPageReqVO.java
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@ -14,6 +14,9 @@ import lombok.ToString;
@ToString(callSuper = true)
public class CrmContractPageReqVO extends PageParam {
public static final Integer EXPIRY_TYPE_ABOUT_TO_EXPIRE = 1;
public static final Integer EXPIRY_TYPE_EXPIRED = 2;
@Schema(description = "合同编号", example = "XYZ008")
private String no;
@ -30,4 +33,10 @@ public class CrmContractPageReqVO extends PageParam {
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "审批状态", example = "20")
private Integer auditStatus;
@Schema(description = "过期类型", example = "1")
private Integer expiryType; // 过期类型，为 null 时则表示全部
}

10
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanPageReqVO.java
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@ -14,6 +14,13 @@ import lombok.ToString;
@ToString(callSuper = true)
public class CrmReceivablePlanPageReqVO extends PageParam {
// 待回款
public final static Integer REMIND_NEEDED = 1;
// 已逾期
public final static Integer REMIND_EXPIRED = 2;
// 已回款
public final static Integer REMIND_RECEIVED = 3;
@Schema(description = "客户编号", example = "18026")
private Long customerId;
@ -25,4 +32,7 @@ public class CrmReceivablePlanPageReqVO extends PageParam {
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "提醒类型", example = "1")
private Integer remindType; // 提醒类型，为 null 时则表示全部
}

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivablePageReqVO.java
View File

@ -27,4 +27,7 @@ public class CrmReceivablePageReqVO extends PageParam {
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "审批状态", example = "20")
private Integer auditStatus;
}

28
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contract/CrmContractMapper.java
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@ -1,16 +1,19 @@
package cn.iocoder.yudao.module.crm.dal.mysql.contract;
import cn.hutool.core.date.LocalDateTimeUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
import java.time.LocalDateTime;
import java.util.Collection;
import java.util.List;
@ -39,18 +42,35 @@ public interface CrmContractMapper extends BaseMapperX<CrmContractDO> {
}
default PageResult<CrmContractDO> selectPage(CrmContractPageReqVO pageReqVO, Long userId) {
MPJLambdaWrapperX<CrmContractDO> mpjLambdaWrapperX = new MPJLambdaWrapperX<>();
MPJLambdaWrapperX<CrmContractDO> query = new MPJLambdaWrapperX<>();
// 拼接数据权限的查询条件
CrmQueryWrapperUtils.appendPermissionCondition(mpjLambdaWrapperX, CrmBizTypeEnum.CRM_CONTRACT.getType(),
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CONTRACT.getType(),
CrmContractDO::getId, userId, pageReqVO.getSceneType(), Boolean.FALSE);
// 拼接自身的查询条件
mpjLambdaWrapperX.selectAll(CrmContractDO.class)
query.selectAll(CrmContractDO.class)
.likeIfPresent(CrmContractDO::getNo, pageReqVO.getNo())
.likeIfPresent(CrmContractDO::getName, pageReqVO.getName())
.eqIfPresent(CrmContractDO::getCustomerId, pageReqVO.getCustomerId())
.eqIfPresent(CrmContractDO::getBusinessId, pageReqVO.getBusinessId())
.eqIfPresent(CrmContractDO::getAuditStatus, pageReqVO.getAuditStatus())
.orderByDesc(CrmContractDO::getId);
return selectJoinPage(pageReqVO, CrmContractDO.class, mpjLambdaWrapperX);
// Backlog: 即将到期的合同
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
if (CrmContractPageReqVO.EXPIRY_TYPE_ABOUT_TO_EXPIRE.equals(pageReqVO.getExpiryType())) {
// 即将到期
// TODO: @芋艿 需要配置 提前提醒天数
int REMIND_DAYS = 20;
query.eq(CrmContractDO::getAuditStatus, CrmAuditStatusEnum.APPROVE.getStatus())
.between(CrmContractDO::getEndTime, beginOfToday, endOfToday.plusDays(REMIND_DAYS));
} else if (CrmContractPageReqVO.EXPIRY_TYPE_EXPIRED.equals(pageReqVO.getExpiryType())) {
// 已到期
query.eq(CrmContractDO::getAuditStatus, CrmAuditStatusEnum.APPROVE.getStatus())
.lt(CrmContractDO::getEndTime, endOfToday);
}
return selectJoinPage(pageReqVO, CrmContractDO.class, query);
}
default List<CrmContractDO> selectBatchIds(Collection<Long> ids, Long userId) {

1
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivableMapper.java
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@ -45,6 +45,7 @@ public interface CrmReceivableMapper extends BaseMapperX<CrmReceivableDO> {
query.selectAll(CrmReceivableDO.class)
.eqIfPresent(CrmReceivableDO::getNo, pageReqVO.getNo())
.eqIfPresent(CrmReceivableDO::getPlanId, pageReqVO.getPlanId())
.eqIfPresent(CrmReceivableDO::getAuditStatus, pageReqVO.getAuditStatus())
.orderByDesc(CrmReceivableDO::getId);
return selectJoinPage(pageReqVO, CrmReceivableDO.class, query);
}

23
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivablePlanMapper.java
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@ -1,5 +1,6 @@
package cn.iocoder.yudao.module.crm.dal.mysql.receivable;
import cn.hutool.core.date.LocalDateTimeUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
@ -11,6 +12,7 @@ import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
import java.time.LocalDateTime;
import java.util.Collection;
import java.util.List;
@ -45,6 +47,27 @@ public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO
.eqIfPresent(CrmReceivablePlanDO::getCustomerId, pageReqVO.getCustomerId())
.eqIfPresent(CrmReceivablePlanDO::getContractId, pageReqVO.getContractId())
.orderByDesc(CrmReceivablePlanDO::getId);
// Backlog: 回款提醒类型
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
if (CrmReceivablePlanPageReqVO.REMIND_NEEDED.equals(pageReqVO.getRemindType())) {
// 待回款
query.isNull(CrmReceivablePlanDO::getReceivableId)
.gt(CrmReceivablePlanDO::getReturnTime, beginOfToday)
.apply("to_days(return_time) <= to_days(now())+ remind_days");
} else if (CrmReceivablePlanPageReqVO.REMIND_EXPIRED.equals(pageReqVO.getRemindType())) {
// 已逾期
query.isNull(CrmReceivablePlanDO::getReceivableId)
.lt(CrmReceivablePlanDO::getReturnTime, endOfToday);
} else if (CrmReceivablePlanPageReqVO.REMIND_RECEIVED.equals(pageReqVO.getRemindType())) {
// 已回款
query.isNotNull(CrmReceivablePlanDO::getReceivableId)
.gt(CrmReceivablePlanDO::getReturnTime, beginOfToday)
.apply("to_days(return_time) <= to_days(now()) + remind_days");
}
return selectJoinPage(pageReqVO, CrmReceivablePlanDO.class, query);
}